Services

At Michael M. Tulman CPA, CGMA, CVA, MAFF, CEPA the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your business or individual needs.

We provide a full range of tax and accounting services for our clients and offer consulting services for special needs.

Tax Services: Planning & Preparation

At the office of M. Tulman CPA, CGMA, CVA, MAFF, CEPA we provide Tax planning and preparation. Whether you are an individual or a multi-tiered partnership, we can develop tax strategies that take advantage of new tax laws and legislation.

Forensic Accounting

As a Certified Forensic Accountant - Master Analyst in Financial Forensics (MAFF) and Michael's unique blend of education and experience applying accounting, auditing and investigative skills uncover truth, assist in investigations and provide litigation support and / or calculation or estimation of economic damages.

Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis. Michael is Certified as a Valuation Analyst, CVA, by the NACVA. A Master Analyst in Financial Forensics (MAFF) is qualified for many engagements and challenges supporting business enterprises and legal professionals.

Wealth Management

Well, simply put, we are your Comprehensive Trusted Advisor who, like a Personal Chief Financial Officer, is orchestrating your wealth for you in all areas. We are dedicated to helping the affluent set a high-bar. We will help you identify the areas of service you desire from your advisor and the results generated will give you a friendly, but specific, agenda for you to take to your next meeting with your financial advisor.

exit planning / Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Exit planning is a comprehensive analysis of all the factors that impact a business owner. Exit planning addresses a wide variety of issues that are important to business owners, including their current and future planning to their business (value, employees, position in the market), their family and their community. Exit Planning starts from the perspective of the business owner’s goals and objectives in each of these critical areas, along with his or her current and projected resources (business value, personal and business financial resources), to identify the specific strategies and steps that are most likely to allow the business owner to reach his or her goals. Michael holds the esteemed Certified Exit Planning Advisor (CEPA) certification.

Business Consulting

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Family Office Services

Michael Tulman CPA, CGMA, CVA, MAFF, CEPA acts as his clients trusted advisor and coordinator. He works with the clients and their advisors to create a team to execute the strategy that best suites the client needs. M. Tulman CPA, CGMA, CVA, MAFF, CEPA acts as a virtual family office for high net worth clients. Services such as, bill paying, accounting, tax preparation and planning, charitable asset management, real estate management, coordination with advisors and consultants.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will report efficiently on a daily basis and are the foundation of a successful business. We will assist you with the day-to-day tasks associated with bookkeeping.

Financial Forecasts & Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, we can assist you in achieving your company's financial goals.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.

Visit our set of Financial Calculatorsfor quick answers on topics such as your IRA, investments, your child's college tuition, and your mortgage or credit card calculations.

Check out our Newsletter for the latest article on Financial Planning.